Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Make your conversations data-driven
Data discovery
Freely explore and share with others
Phocas users can explore the platform with ease by accessing data the same way they think about it, without friction. At the same time, all sales team members or anyone else in the company can find the exact same information in a totally different manner. Everyone is working collaboratively from one centralized platform.
Data in demand
Data as a value-add
Strengthen supply chain relationships with the ability to share sell-through data, permission controlled live dashboards, benchmarking data, and sales trends. Turning a ho hum relationship to one of high business value.
Collaboration options
Create, share, present or email information
Ad hoc discoveries, dashboards, scorecards, alerts, reports can all be simply created and shared when and how you wish. Sales people love to have up-to-date information for customer meetings to enrich their conversations.
Be better informed
Get information to people faster. Build, save and share your informational gems with your team, branches, vendors, customers and suppliers. Everyone will benefit from discussing the details.
Data-driven culture
Every mover and shaker in your business should have access to and be able to query relevant data for visibility and as discussion starters. Phocas customers love that meetings now centre around findings and metrics.
Teamwork
Once they have Phocas, departmental and cross-functional teams constantly find areas that need more attention and work together to make changes that work. Collaborating and sharing reports is simple.
Understand the past, operate better today, and plan well for the future
Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
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